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Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
751
Moloney Securities Asset Management
Missouri
$1.82M +$169K +9,905 +9%
GT
752
Greenleaf Trust
Michigan
$1.82M -$807K -47,359 -29%
RG
753
Retirement Group
California
$1.82M +$5.76K +338 +0.3%
KCFA
754
Key Client Fiduciary Advisors
New Jersey
$1.82M -$62.2K -3,650 -3%
TCM
755
Twin Capital Management
Pennsylvania
$1.82M +$855K +50,218 +79%
FFP
756
FourThought Financial Partners
Florida
$1.8M +$400K +23,485 +26%
CA
757
CGN Advisors
Kansas
$1.8M -$169K -9,949 -8%
IC
758
IEQ Capital
California
$1.8M -$563K -33,079 -23%
BFEC
759
Benjamin F. Edwards & Company
Missouri
$1.8M +$87.7K +5,151 +5%
JF
760
Jump Financial
Illinois
$1.8M +$1.7M +99,958 +775%
SFA
761
Sequoia Financial Advisors
Ohio
$1.8M -$246K -14,460 -11%
AHC
762
Adell Harriman & Carpenter
Texas
$1.79M -$167K -9,803 -8%
CAG
763
Csenge Advisory Group
Florida
$1.79M -$132K -7,773 -6%
EWM
764
Empirical Wealth Management
Washington
$1.79M +$1.58M +92,946 +482%
PWM
765
Perigon Wealth Management
California
$1.79M +$572K +33,560 +43%
AIM
766
AHL Investment Management
Florida
$1.78M +$203K +11,945 +12%
RIL
767
Rothschild Investment LLC
Illinois
$1.78M -$8.58K -504 -0.4%
PWG
768
Portside Wealth Group
Utah
$1.78M +$1.9M +111,494 New
BAM
769
Berkshire Asset Management
Pennsylvania
$1.77M -$12.6M -742,059 -87%
CLOS
770
Compagnie Lombard Odier SCmA
Switzerland
$1.76M +$131K +7,700 +7%
AIA
771
Affinity Investment Advisors
California
$1.76M -$34.6K -2,030 -2%
FCI
772
Financial Counselors Inc
Kansas
$1.76M -$101K -5,950 -5%
BKA
773
Brick & Kyle Associates
Pennsylvania
$1.75M -$1.12K -66 -0.1%
LOAMU
774
Lombard Odier Asset Management (USA)
New York
$1.75M +$1.87M +110,000 New
GLA
775
Good Life Advisors
Pennsylvania
$1.75M +$212K +12,449 +13%